Geneos Wealth Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.2K | Hold |
742
| – | – | ﹤0.01% | 1322 |
|
|
2025
Q4 | $60K | Hold |
742
| – | – | ﹤0.01% | 1329 |
|
|
2025
Q3 | $60.8K | Hold |
742
| – | – | ﹤0.01% | 1305 |
|
|
2025
Q2 | $57.2K | Sell |
742
-742
| -50% | -$57.9K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $119K | Buy |
1,484
+742
| +100% | +$58.7K | ﹤0.01% | 1476 |
|
|
2024
Q4 | $54.8K | Hold |
742
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q3 | $58K | Hold |
742
| – | – | ﹤0.01% | 1147 |
|
|
2024
Q2 | $65K | Hold |
742
| – | – | ﹤0.01% | 988 |
|
|
2024
Q1 | $64.1K | Hold |
742
| – | – | ﹤0.01% | 983 |
|
|
2023
Q4 | $63.1K | Hold |
742
| – | – | ﹤0.01% | 990 |
|
|
2023
Q3 | $56.4K | Hold |
742
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q2 | $58.6K | Hold |
742
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q1 | $53.6K | Hold |
742
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q4 | $43.6K | Hold |
742
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q3 | $45K | Sell |
742
-512
| -41% | -$36.9K | ﹤0.01% | 1064 |
|
|
2022
Q2 | $87K | Hold |
1,254
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q1 | $78K | Hold |
1,254
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q4 | $89K | Hold |
1,254
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q3 | $70K | Hold |
1,254
| – | – | ﹤0.01% | 1329 |
|
|
2021
Q2 | $60K | Sell |
1,254
-200
| -14% | -$9.57K | ﹤0.01% | 1392 |
|
|
2021
Q1 | $68K | Hold |
1,454
| – | – | ﹤0.01% | 1467 |
|
|
2020
Q4 | $58K | Buy |
1,454
+200
| +16% | +$8.15K | ﹤0.01% | 1384 |
|
|
2020
Q3 | $45K | Hold |
1,254
| – | – | ﹤0.01% | 1300 |
|
|
2020
Q2 | $46K | Hold |
1,254
| – | – | ﹤0.01% | 1252 |
|
|
2020
Q1 | $54K | Hold |
1,254
| – | – | ﹤0.01% | 1081 |
|
|
2019
Q4 | $64K | Hold |
1,254
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q3 | $67K | Hold |
1,254
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q2 | $66K | Hold |
1,254
| – | – | ﹤0.01% | 1069 |
|
|
2019
Q1 | $62K | Sell |
1,254
-1,000
| -44% | -$49.1K | ﹤0.01% | 1040 |
|
|
2018
Q4 | $111K | Sell |
2,254
-500
| -18% | -$23.9K | 0.01% | 805 |
|
|
2018
Q3 | $131K | Buy |
2,754
+1,192
| +76% | +$57.6K | 0.01% | 796 |
|
|
2018
Q2 | $74K | Sell |
1,562
-692
| -31% | -$31.2K | 0.01% | 887 |
|
|
2018
Q1 | $97K | Buy |
2,254
+6
| +0.3% | +$251 | 0.01% | 764 |
|
|
2017
Q4 | $99K | Buy |
2,248
+4
| +0.2% | +$183 | 0.01% | 745 |
|
|
2017
Q3 | $97K | Sell |
2,244
-94
| -4% | -$3.89K | 0.01% | 710 |
|
|
2017
Q2 | $92K | Sell |
2,338
-60
| -3% | -$2.36K | 0.01% | 709 |
|
|
2017
Q1 | $90K | Sell |
2,398
-73
| -3% | -$2.77K | 0.01% | 692 |
|
|
2016
Q4 | $100K | Sell |
2,471
-109
| -4% | -$4.05K | 0.01% | 619 |
|
|
2016
Q3 | $89K | Buy |
2,580
+56
| +2% | +$1.94K | 0.01% | 630 |
|
|
2016
Q2 | $85K | Sell |
2,524
-463
| -16% | -$13.9K | 0.01% | 635 |
|
|
2016
Q1 | $87K | Buy |
+2,987
| New | +$82K | 0.01% | 631 |
|
Other funds holding OTTR
VPM
VCM
Geneos Wealth Management's OTTR Position: Q1 2026 in Review
Geneos Wealth Management held its Otter Tail (OTTR) position steady in Q1 2026 at 742 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.
Geneos Wealth Management first reported a position in OTTR in Q1 2016 and has held it in 41 quarters since. The position peaked at $131K in Q3 2018. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.
- Geneos Wealth Management held 742 shares of Otter Tail worth $65.2K as of Q1 2026.
- Geneos Wealth Management left its Otter Tail share count unchanged in Q1 2026.
- Otter Tail made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1322 holding.
- Geneos Wealth Management first reported a position in Otter Tail in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Otter Tail position peaked at $131K in Q3 2018.
- 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.